Independent Solutions Wealth Management, LLC Apple Inc. Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 64,349 shares of AAPL stock, worth $15.6 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares

64,349

Previous 65,179 1.27%

Holding current value

$15.6 Million

Previous $15.2 Billion 6.11%

% of portfolio

3.52%

Previous 3.43%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$221.69 - $259.02 $184,002 - $214,986	-830 Reduced 1.27%	64,349 $16.1 Billion
Q3 2024 Dec 19, 2024	SELL	$207.23 - $234.82 $465,645 - $527,640	-2,247 Reduced 3.33%	65,179 $15.2 Billion
Q2 2024 Dec 19, 2024	SELL	$165.0 - $216.67 $401,775 - $527,591	-2,435 Reduced 3.49%	67,426 $14.2 Billion
Q1 2024 Dec 19, 2024	BUY	$169.0 - $195.18 $144,833 - $167,269	857 Added 1.24%	69,861 $12 Billion
Q4 2023 Dec 19, 2024	BUY	$166.89 - $198.11 $863,989 - $1.03 Million	5,177 Added 8.11%	69,004 $13.3 Billion
Q3 2023 Dec 19, 2024	SELL	$170.43 - $196.45 $282,913 - $326,107	-1,660 Reduced 2.53%	63,827 $10.9 Billion
Q2 2023 Dec 19, 2024	SELL	$160.1 - $193.97 $102,944 - $124,722	-643 Reduced 0.97%	65,487 $12.7 Billion
Q1 2023 Dec 19, 2024	SELL	$125.02 - $164.9 $34,380 - $45,347	-275 Reduced 0.41%	66,130 $10.9 Billion
Q4 2022 Dec 19, 2024	SELL	$126.04 - $155.74 $353,668 - $437,006	-2,806 Reduced 4.05%	66,405 $8.63 Billion
Q3 2022 Dec 19, 2024	SELL	$138.2 - $174.55 $4,698 - $5,934	-34 Reduced 0.05%	69,211 $9.56 Billion
Q2 2022 Dec 19, 2024	SELL	$130.06 - $178.44 $681,384 - $934,847	-5,239 Reduced 7.03%	69,245 $9.47 Billion
Q1 2022 Dec 19, 2024	SELL	$150.62 - $182.01 $268,856 - $324,887	-1,785 Reduced 2.34%	74,484 $13 Billion
Q4 2021 Dec 19, 2024	SELL	$139.14 - $180.33 $426,603 - $552,891	-3,066 Reduced 3.86%	76,269 $13.5 Billion
Q3 2021 Dec 19, 2024	SELL	$137.27 - $156.69 $138,917 - $158,570	-1,012 Reduced 1.26%	79,335 $11.2 Billion
Q2 2021 Dec 19, 2024	BUY	$122.77 - $136.96 $383,656 - $428,000	3,125 Added 4.05%	80,347 $11 Billion
Q1 2021 Dec 19, 2024	BUY	$116.36 - $143.16 $102,862 - $126,553	884 Added 1.16%	77,222 $9.43 Billion
Q4 2020 Dec 19, 2024	BUY	$108.77 - $136.69 $69,286 - $87,071	637 Added 0.84%	76,338 $10.1 Billion
Q3 2020 Dec 19, 2024	BUY	$91.03 - $134.18 $5.24 Million - $7.72 Million	57,561 Added 317.32%	75,701 $8.77 Billion
Q2 2020 Dec 19, 2024	BUY	$60.23 - $91.63 $69,505 - $105,741	1,154 Added 6.79%	18,140 $6.62 Billion
Q1 2020 Dec 19, 2024	SELL	$56.09 - $81.8 $112,348 - $163,845	-2,003 Reduced 10.55%	16,986 $4.32 Billion
Q4 2019 Dec 13, 2024	BUY	$54.74 - $73.41 $1.04 Million - $1.39 Million	18,989 New	18,989 $5.58 Billion

Others Institutions Holding AAPL

# of Institutions

6,255

Shares Held

9.06B

Call Options Held

219M

Put Options Held

221M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.89T
Description
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...

More about AAPL

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Independent Solutions Wealth Management, LLC Apple Inc. Transaction History